Insurance Accounts & Service Specialist

Alliant Insurance Services; Fresno (CA); On-site; USD 32,000 - 46,000; Full time

Job summary

Alliant Insurance Services in Fresno, CA is seeking an organized administrative assistant to support Producers and the service team in servicing existing accounts and soliciting new business. The role is based at our Fresno office at 9 E. River Park Pl.

E., Fresno, CA 93720 and requires full-time hours in-office. You will review policies for accuracy, assemble marketing materials, prepare certificates, input data into the agency management system, and assist with claims processing, with emphasis

Qualifications

• High School Diploma or equivalent combination of education and experience.
• One (1) or more years related work experience.
• Valid Insurance License.
• Must continue to meet Continuing Education requirements within 120 Days, Required.

Responsibilities

• Review policies for accuracy and/or deficiencies.
• Package and market applications to carriers to obtain quotes.
• Assist service team with marketing materials, proposals and presentations.
• Compose correspondence to insureds and underwriters.
• Process and track claims.
• Input applications and process letters and forms.
• Prepare insurance binders or certificates.
• Input information into the agency management system.
• Maintain data standards and integrity in the agency system.

Skills

Verbal communication

Written communication

Customer service

Time management

Teamwork

Typing 30-35 wpm

Microsoft Office

Education

High School Diploma

Tools

Microsoft Office Suite

Job description

Alliant Insurance Services in Fresno, CA is seeking an organized administrative assistant to support Producers and the service team in servicing existing accounts and soliciting new business. The role is based at our Fresno office at 9 E. River Park Pl.

E., Fresno, CA 93720 and requires full-time hours in-office. You will review policies for accuracy, assemble marketing materials, prepare certificates, input data into the agency management system, and assist with claims processing, with emphasis